Posting an expense report to a customer transaction

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Posted on by Sandra Omoi

Hello,

I have a client who'd like their expense reports posting to customer transactions while the standard functionality posts to vendor transactions. How would I go about this?

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Kevin Xia Microsoft Employee on at

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Hi,

There is currently no such standard feature, you can do custom development to meet your needs, you can redirect the publishing process of expense reports to customer transactions. If you don't have a developer, you can enlist the help of Microsoft partners who will provide customized services for you, see this link Find the right app | Microsoft AppSource.

Best regards,

Kevin

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Sandra Omoi 15 on at

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Hi Kevin,

Do you have an idea on how I would customize the functionality?

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Kevin Xia Microsoft Employee on at

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Hi,

You need to redirect the publishing process of expense reports to customer transactions. This usually involves modifying the publishing logic or creating a new publishing process tailored to your customer's requirements.

Best regards,

Kevin

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Sandra Omoi 15 on at

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I found the solution.

In terms of customizations:

Under employee mapping and perdiem rates, I added customer as an account type option and customer master as an account filter using COC.

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